WA
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Wasatch Advisors’s loanDepot LDI Stock Holding History

Wasatch Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,296,300
Closed -$2.87M – 238
2026
Q2 		$2.87M Buy
2,296,300
+609,893
+36% +$822K 0.02% 199
2026
Q1 		$2.39M Buy
1,686,407
+126,451
+8% +$260K 0.02% 193
2025
Q4 		$3.23M Buy
+1,559,956
New +$4.33M 0.02% 195

Other funds holding LDI

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wasatch Advisors's LDI Position: Q3 2026 in Review

Wasatch Advisors sold out of loanDepot (LDI) in Q3 2026, closing a stake of 2,296,300 shares — an estimated $2.87M sold.

Wasatch Advisors first reported a position in LDI in Q4 2025 and held it in 3 quarters. The position peaked at $3.23M in Q4 2025. 7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Wasatch Advisors reported no remaining loanDepot position as of Q3 2026 after selling out during the quarter.
  • Wasatch Advisors sold 2,296,300 loanDepot shares in Q3 2026, an estimated $2.87M.
  • Wasatch Advisors first reported a position in loanDepot in Q4 2025 and held it in 3 quarters.
  • Wasatch Advisors's loanDepot position peaked at $3.23M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.